SEC Form 13F

ACCREDITED INVESTOR SERVICES, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$176,992,799
Positions81

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUSUS EQT ETF$66,281,144517,498
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$32,429,110880,269
FIDELITY COVINGTON TRUSTFBCGBLUE CHIP GRWTH$29,065,989467,976
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$7,130,53357,154
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$3,663,42682,584
ISHARES GOLD TRIAUISHARES NEW$2,423,11632,090
ISHARES TRUSMVMSCI USA MIN ETF$2,283,59423,674
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,206,7052,955
ISHARES TRSUBSHRT NAT MUN ETF$1,806,90216,971
ISHARES TRMUBNATIONAL MUN ETF$1,684,46815,652

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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